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Orion Portfolio Solutions, LLC: XLK position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Orion Portfolio Solutions, LLC on XLK, newest first. How the timeline and the estimate are built.

Orion Portfolio Solutions, LLC held 50,517 XLK shares at 2025-03-31 per its 13F-HR/A filed 2025-05-15.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F/A 50,517 shares
    Change vs previous 13F -4,780 shares

    0.1% of the 13F portfolio, value $10,430,746.

    13F-HR/A 0001580642-25-003122 filed by Orion Portfolio Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2024-12-31
    13F 55,297 shares
    Change vs previous 13F -3,183 shares

    0.13% of the 13F portfolio, value $12,857,592.

    13F-HR 0001580642-25-000963 filed by Orion Portfolio Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2024-09-30
    13F 58,480 shares
    Change vs previous 13F +1,768 shares

    0.13% of the 13F portfolio, value $13,202,414.

    13F-HR 0001580642-24-006993 filed by Orion Portfolio Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2024-06-30
    13F 56,712 shares
    Change vs previous 13F -8,078 shares

    0.14% of the 13F portfolio, value $12,829,973.

    13F-HR 0001580642-24-004489 filed by Orion Portfolio Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2024-03-31
    13F 64,790 shares
    Change vs previous 13F +5,490 shares

    0.14% of the 13F portfolio, value $13,493,823.

    13F-HR 0001580642-24-002627 filed by Orion Portfolio Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2023-12-31
    13F 59,300 shares
    Change vs previous 13F +6,064 shares

    0.13% of the 13F portfolio, value $11,192,200.

    13F-HR 0001580642-24-000908 filed by Orion Portfolio Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2023-09-30
    13F 53,236 shares
    Change vs previous 13F +1,985 shares

    0.11% of the 13F portfolio, value $8,726,925.

    13F-HR 0001580642-23-005895 filed by Orion Portfolio Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2023-06-30
    13F/A 51,251 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $8,910,479.

    13F-HR/A 0001580642-23-004295 filed by Orion Portfolio Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).